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Blaire Puls

11 Years of Experience
Milwaukee, WI
Broker

Blaire Puls is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Milwaukee, WI, with 11 years of industry experience. Blaire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

720 E Wisconsin Ave, Milwaukee, WI, 53202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Blaire is the head boys high school track & field coach for the Hudson Community School District since 2015. This takes about 10-20% of her time, with minimal time spent during securities trading hours.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
October 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLC
October 2021 - Present · 4 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
October 2021 - Present · 4 yrs 11 mos
Previous Registrations
CUNA Brokerage Services, INC.Broker
December 2018 - September 2021 · 2 yrs 9 mos
CUNA Brokerage Services, INC.
November 2018 - September 2021 · 2 yrs 10 mos
Northwestern Mutual Investment Services,llc
May 2014 - September 2017 · 3 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2013 - September 2017 · 4 yrs 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Blaire Puls - Financial Advisor | TrueAdvisor